PROFESSIONAL PROFILE
Gerard is a Certified Financial Planner™ and Chartered Life Underwriter™ specializing in helping clients translate goals into a comprehensive financial plan.
Whether it's personal goals, business goals or a combination of both; he can help. His areas of focus include Investment Management, Retirement Planning, Portfolio Income, Trust and Estate Planning, Life Insurance and Liability Management.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com